# CGI Investment Advisers LLC

> CGI Investment Advisers LLC is a state-registered investment advisory firm in Altamonte Springs, FL, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 147655
- Filed as: CGI INVESTMENT ADVISERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Altamonte Springs, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147655
- AdvisorCensus page: https://advisorcensus.com/firm/cgi-investment-advisers-llc-altamonte-springs-fl-147655

## Quick answers

**How is CGI Investment Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CGI Investment Advisers LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CGI Investment Advisers LLC located?**
CGI Investment Advisers LLC's principal office is in Altamonte Springs, FL, according to its Form ADV.

**Is CGI Investment Advisers LLC registered with the SEC or a state?**
CGI Investment Advisers LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147655.

**How much does CGI Investment Advisers LLC manage?**
CGI Investment Advisers LLC reports $6,800,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does CGI Investment Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does CGI Investment Advisers LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147655

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,800,000
- Discretionary: $6,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $6,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CGI Investment Advisers LLC (CRD 147655): Form ADV filing data as of October 2026.